Self-learning Portfolios.

Full suite of portfolio management tools, driven by AI.

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AI Portfolios at the click of a button.

Access a library of 50k funds.

Performance and live track record.

Funds managed by the platform have been top-rated by independent third parties.

Morningstar rating
As of February 2025

Fund Name
Overall Rating
Category
★★★★★
Global Large-Cap Blend Equity
★★★★
Global Large-Cap Blend Equity

Build portfolios at the speed of thought.

Create and analyze portfolios in seconds using our intuitive interface.

Upload and rebalance portfolios.

Import your portfolio and optimize it with our powerful rebalancing engine.

Analyze the source of performance.

Use our attribution engine to pinpoint the source of performance using proprietary risk factor models.

Interact using Dragon Assistant.

Take your portfolio to the next level using GenAI. Receive recommendations and rebalancing insights.

Comprehensive Portfolio Optimiser.

A comprehensive portfolio optimisation engine for your advanced rebalancing needs.